Newsletter
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Gold, War & Currency Debasement
Low Hanging Compute
....and the Era of Technological Determinism
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Disruptors or Disrupted? Duolingo
FLASH NOTE
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Stock 9/25
Getting long the rise of the no-brand brand
TikTok President
The final boss of short-form content and the future of Europa
Special Situationship
When the stars align with distribution and scale.
Saudi is opening up
Vision 2023 meets Cost of Capital
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due.